Elevate your career as a Regional Manager in Financial Planning with TD Wealth in Surrey, British Columbia. Lead high-performing teams and enhance client relationships while driving business success.

As a Regional Manager, you'll oversee a diverse team of Wealth Advice Specialists and Financial Planners focused on building client loyalty. Your leadership will support critical sales objectives while ensuring compliance and best practices in a collaborative workplace.

You will drive results through mentorship and talent development across a significant portfolio.

Key Responsibilities:

- Lead a diverse team to achieve sales and service targets
- Mentor Wealth Advice Specialists and Financial Planners
- Manage compliance and sound business practices
- Develop strategic plans for team growth and client engagement
- Support cross-functional initiatives for operational efficiency

Requirements:

- University degree with 5+ years in senior management
- Licensed as a Registered Representative (CIRO)
- Strong leadership and communication skills
- Completion of IDSC and regulatory requirements
- Proven track record in financial management

Leverage your leadership skills and drive impactful results in wealth planning at TD Wealth.

📌 Financial Planning Regional Manager at TD (Surrey)
🏢 TD Bank Group
📍 Surrey